Marshall Wace’s KKR Real Estate Finance Trust KREF Stock Holding History

Marshall Wace’s Portfolio KREF Stock Details KREF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	+170,695	New	+$1.25M	﹤0.01%	2116
2025 Q2	–	Sell	-293,757	Closed	-$3.17M	–	2940
2025 Q1	$3.17M	Buy	293,757 +256,061	+679%	+$2.76M	﹤0.01%	1260
2024 Q4	$381K	Buy	+37,696	New	+$432K	﹤0.01%	2150
2019 Q3	–	Sell	-71,904	Closed	-$1.43M	–	1803
2019 Q2	$1.43M	Buy	71,904 +43,152	+150%	+$872K	0.01%	857
2019 Q1	$576K	Buy	+28,752	New	+$581K	0.01%	1095

Other funds holding KREF

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Marshall Wace's KREF Position: Q1 2026 in Review

Marshall Wace opened a new position in KKR Real Estate Finance Trust (KREF) in Q1 2026: 170,695 shares worth $1.04M. The stake represents ﹤0.01% of the portfolio and ranks #2116 among its holdings. This is a return to the name: Marshall Wace previously reported a position in KREF as recently as Q1 2025.

Marshall Wace first reported a position in KREF in Q1 2019 and has held it in 5 quarters since. The position peaked at $3.17M in Q1 2025. 169 funds tracked by Wall St. Rank hold KREF as of Q1 2026.

Marshall Wace held 170,695 shares of KKR Real Estate Finance Trust worth $1.04M as of Q1 2026.
KKR Real Estate Finance Trust was a new Marshall Wace position in Q1 2026.
KKR Real Estate Finance Trust made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2116 holding.
Marshall Wace first reported a position in KKR Real Estate Finance Trust in Q1 2019 and has held it in 5 quarters since.
Marshall Wace's KKR Real Estate Finance Trust position peaked at $3.17M in Q1 2025.
169 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.